Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING2 years Service code 16 · EIN 84-0854432 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,235 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,005 | $66,180+14.8% | $118,746-36.0% | $62,293+22.0% |
| Participation rate | 99.0% | 71.3%+27.7pp | 78.3%+20.7pp | 69.5%+29.5pp |
| Annual return | 19.09% | 60.89%-41.8pp | 24.54%-5.4pp | 28.90%-9.8pp |
| Employer contribution / active EE | $5,667 | $3,183+78.0% | $4,193+35.2% | $2,042+177.5% |
| Participant deferral / active EE | $8,171 | $4,247+92.4% | $5,332+53.2% | $3,169+157.8% |
| Admin fee / account holder | $161 | $753-78.6% | $10,720-98.5% | $479-66.3% |